Aditya Birla Sun Life Financial Planning Fund vs Franklin India Multi compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹233 Cr | ₹87 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 28 Nov 2014 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 1085% | 24.24% |
| Expense Ratio | 1.2 | 1.45 |
| Manager | Dhaval Joshi | Rajasa Kakulavarapu |
| ISIN Code | INF084M01101 | INF090I01LE4 |
| Exits Load | Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Franklin India Multi-Asset Solution Fund of Funds - Growth charges 1.0% of sell value; if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 1 Month | -0.43% | 0.36% |
| 6 Month | 4.22% | 2.94% |
| 1 Year | 6.76% | 13.46% |
| 3 Year | 15.84% | 13.31% |
| 5 Year | 14.73% | 13.85% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 6 Month | 0.53% | 1.33% |
| 1 Year | 9.48% | 9.71% |
| 3 Year | 13.44% | 13.12% |
| 5 Year | 13.98% | 12.52% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 1 Year | 10.86% | 7.97% |
| 3 Year | 14.45% | 5.72% |
| 5 Year | 13.41% | 4.93% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Standard Deviation | 8.55% | 4.83% |
| Sharp | 1.11% | 1.28% |
| Beta | 0.7% | 0.33% |
| Alpha | 4.03% | 3.63% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Name | Dhaval Joshi | Rajasa Kakulavarapu |
| Total AUM | ₹361932 Cr | ₹28545 Cr |
| Funds Managed | 55 | 10 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Others | 100 | 100 |
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